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Nuveen Investment Trust - Nuveen Equity Market Neutral Fund (NMECX)

19.70 +0.01 (+0.05%)
At close: February 7 at 8:00 PM EST

Fund Summary

The investment seeks to provide long-term capital appreciation independent of the U.S. equity market. The fund pursues its investment objective utilizing a market neutral strategy, the goal of which is to generate absolute returns that are due primarily to stock selection, rather than the returns and direction of the stock market. It implements its market neutral strategy by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the Russell 1000 Index at the time of purchase.

Nuveen Investment Trust - Nuveen Equity Market Neutral Fund

Nuveen Investment Trust
333 West Wacker Drive 32Nd Floor
800-257-8787

Fund Overview

Category Equity Market Neutral
Fund Family Nuveen
Net Assets 71.32M
YTD Return 9.02%
Yield 0.00%
Morningstar Rating
Inception Date Jun 17, 2013

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 190.00%
Average for Category --

Fees & Expenses

Expense NMECX Category Average
Annual Report Expense Ratio (net) 3.71% 2.30%
Prospectus Net Expense Ratio 3.71% --
Prospectus Gross Expense Ratio 3.79% --
Max 12b1 Fee 1.00% --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load 1.00% 1.00%
3 Yr Expense Projection 1,146 --
5 Yr Expense Projection 1,942 --
10 Yr Expense Projection 4,019 --

Management Information

David Chalupnik, Lead Manager since March 03, 2021
Scott M. Tonneson, titulaire de la certification CFA, a commencé à travailler dans le secteur financier en 1994 avant de rejoindre FAF en 2007. Auparavant, il travaillait chez Ameriprise Financial en tant qu’analyste actions quantitatif, analyste de société et analyste comptable. Il entre chez Nuveen Asset Management le 1er janvier 2011, dans le cadre de l’acquisition d’une division de l’activité de gestion d’actifs de FAF.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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